Reverence Capital Partners

CAIS Capital LLC is a financial technology platform based in New York that connects independent financial advisors with a diverse range of alternative investment products. Founded in 2009, CAIS serves the multi-trillion-dollar independent wealth channel by providing access to specialized investment options, including hedge funds, private equity, private credit, real estate, structured notes, and digital assets. The platform streamlines the execution process for these investments and is enhanced by independent due diligence services from Mercer. By offering tools for portfolio construction and reporting, CAIS aims to empower financial advisors to navigate complex market conditions and improve client outcomes. The firm is a member of the National Futures Association, and its securities are offered through CAIS Capital LLC, which is a member of FINRA and SIPC.

Vida Capital, Inc. is an asset management company that focuses on longevity contingent investment solutions and specialty fixed income assets. Founded in 2009 and based in Austin, Texas, with an additional office in New York, Vida Capital manages the entire value chain of life settlements, including the origination, investment, fund management, and servicing of policies. The company offers a variety of investment products, including asset-backed securities and custom portfolio structuring options tailored to both individual and institutional investors. Vida Capital's approach emphasizes vertical integration and a strong institutional banking network, backed by a management team with extensive experience in capital markets and the insurance industry. This structure enables Vida to align its interests with those of its partners while ensuring transparency and effective risk management.

Advisor Group is among the largest independent broker-dealer networks in the United States. Advisor Group is among the largest networks of independent broker-dealers in the United States. The four broker-dealers that comprise Advisor Group – FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial, and Woodbury Financial Services – foster the spirit of entrepreneurship and independence that is exemplified by our over 5,000 affiliated advisors. Our structure allows us to invest significant resources across our broker-dealer network — resources that any single firm would have difficulty duplicating. The result? Our advisors enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support. The advisors we serve enjoy the best of both worlds – big-firm resources with a small-firm feel. Our strengths, combined with the collective strengths of our advisors, provide powerful momentum to meet our industry’s next generation of challenges and opportunities.

Voya Financial is a New York-based financial services company that specializes in retirement, investments, and insurance. It offers a diverse range of products and services, including tax savings plans, individual retirement accounts, group life insurance, and employee benefits, tailored to meet the needs of both individual and institutional clients. Voya operates through three primary segments: Wealth Solutions, Investment Management, and Health Solutions, with the Wealth segment contributing approximately half of its revenue. Additionally, the Voya Foundation supports community initiatives aimed at fostering financial resilience among youth by investing in programs with measurable outcomes.

CardWorks, Inc. specializes in providing third-party services for consumer credit cards, focusing on payment processing and bankcard servicing. The company supports financial institutions and nontraditional card issuers across the United States and Canada, offering solutions for various traditional card products, including virtual and prepaid cards. Established in 1987 and headquartered in Woodbury, New York, CardWorks also has additional offices in Pittsburgh, Pennsylvania, and Lake Mary and Orlando, Florida. As a subsidiary of CardWorks, L.P., the company is dedicated to compliance and utilizes data and technology to enhance its services. It also provides portfolio management services, operational due diligence, and backup servicing, helping bondholders, trustees, and lenders assess consumer asset performance and mitigate operational risks.

Kabbage, Inc. is a financial technology company that offers small businesses automated access to funding through its online lending platform. Founded in 2008 and based in Atlanta, Georgia, Kabbage simplifies the loan application process by allowing businesses to submit their financial data online, enabling rapid approval and funding, often within minutes. The platform assesses business health using various data sources, including revenue and transaction history, to determine credit lines that can reach up to $250,000. Kabbage also provides tools like the Kabbage card, which allows users to make purchases directly from their credit lines at point-of-sale locations, and a mobile app for convenient account access. The company has evolved its services since initially catering to online merchants, extending its offerings to all small businesses by 2014. Kabbage has garnered recognition for its innovative approach and has secured significant funding to support its growth and technological advancements in the lending industry.